Who Owns WISDOMTREE TR (DGS)? -- Institutional Holders (2026-06-30)
270 institutions reported holding $1.13B of WISDOMTREE TR (DGS) in SEC 13F filings for 2026-06-30. Largest institutional holders: Creative Planning ($256.3M), BANK OF AMERICA CORP /DE/ ($83.9M), NATIONAL BANK OF CANADA /FI/ ($39.7M), MORGAN STANLEY ($36.8M), HighTower Advisors, LLC ($34.1M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Creative Planning | $256.3M | 4.0M | Trimmed |
| 2 | BANK OF AMERICA CORP /DE/ | $83.9M | 1.3M | Added |
| 3 | NATIONAL BANK OF CANADA /FI/ | $39.7M | 614,358 | Added |
| 4 | MORGAN STANLEY | $36.8M | 568,016 | Added |
| 5 | HighTower Advisors, LLC | $34.1M | 527,269 | Added |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $29.9M | 461,874 | Added |
| 7 | Unison Advisors LLC | $29.0M | 448,588 | Added |
| 8 | CAPTRUST FINANCIAL ADVISORS | $28.3M | 436,804 | Added |
| 9 | LPL Financial LLC | $26.1M | 402,845 | Trimmed |
| 10 | FIFTH THIRD BANCORP | $24.5M | 379,216 | Added |
| 11 | OSAIC HOLDINGS, INC. | $24.0M | 370,671 | Added |
| 12 | RAYMOND JAMES FINANCIAL INC | $21.8M | 336,448 | Added |
| 13 | OLD MISSION CAPITAL LLC | $21.5M | 332,421 | Added |
| 14 | Focus Partners Wealth | $21.2M | 327,954 | Trimmed |
| 15 | ASSETMARK, INC | $20.8M | 321,124 | Added |
| 16 | GREAT VALLEY ADVISOR GROUP, INC. | $20.0M | 308,550 | Added |
| 17 | PARK AVENUE SECURITIES LLC | $17.6M | 271,602 | Added |
| 18 | WELLS FARGO & COMPANY/MN | $16.9M | 261,905 | Added |
| 19 | BIP Wealth, LLC | $10.7M | 164,935 | Added |
| 20 | Cerity Partners LLC | $10.6M | 164,578 | Trimmed |
| 21 | Checchi Capital Advisers, LLC | $10.6M | 163,820 | Added |
| 22 | Baker Ellis Asset Management LLC | $10.6M | 163,084 | Trimmed |
| 23 | AMERIPRISE FINANCIAL INC | $9.9M | 152,299 | Trimmed |
| 24 | Cascade Financial Partners, LLC | $9.8M | 151,624 | Added |
| 25 | Portland Global Advisors LLC | $9.5M | 146,694 | Added |
Source: SEC Form 13F filings · as of 2026-06-30